Group 1 - The core announcement indicates that Longquan Co., Ltd. has been selected as a candidate for the bidding of "BT project and TY project LOT44Ae conventional island alloy steel and chromium-controlled steel pipe fittings" by its wholly-owned subsidiary, Wuxi Xinfeng Pipe Industry Co., Ltd. [1] - The total bid amount is approximately 50.76 million yuan, which accounts for about 4.43% of the company's audited revenue for the fiscal year 2024 [1] - The execution of this project is expected to have a positive impact on the company's revenue and operating profit during the supply period [1] Group 2 - As of the latest report, the market capitalization of Longquan Co., Ltd. is 2.7 billion yuan [2]

Core Viewpoint - The new "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" emphasizes coordinated efforts on both supply and demand sides to enhance profitability, with a focus on quality and efficiency, technological innovation, and industry transformation [4][5]. Group 1: Background and Objectives - The new plan is issued against the backdrop of weak market demand and prominent structural issues in the building materials industry, differing from the previous plan which was released during the early recovery phase post-pandemic [4]. - The current plan does not set specific total industry growth targets but aims for effective improvement in profitability levels and sets a specific revenue target of over 300 billion yuan for green building materials by 2026 [4][5]. Group 2: Key Measures - The plan prioritizes strict management of the industry, promoting the elimination of outdated production capacities in cement and flat glass, and emphasizes the need for capacity replacement plans by the end of 2025 [5][6]. - It encourages the development of advanced inorganic non-metallic materials, including advanced glass, artificial crystals, and high-performance fibers, while supporting local initiatives for pilot platform construction [6]. Group 3: Supply and Demand Strategies - On the supply side, the plan prohibits the addition of new capacities for cement clinker and flat glass, aiming to phase out low-performance enterprises and enhance environmental performance [5][6]. - On the demand side, it focuses on tapping into traditional consumption potential and fostering new applications to stimulate market demand [5].

每经AI快讯，海螺新材（SZ 000619，收盘价：6.18元）9月29日晚间发布公告称，公司拟收购河南省华 北工业塑料有限公司51%股权，交易价格9526.8万元，最终价格根据双方管理权移交时资产负债盘点确 认的账面价值与评估基准日账面价值的差额进行调整。 截至发稿，海螺新材市值为27亿元。 每经头条（nbdtoutiao）——重磅解读！中国将不寻求WTO新的特殊和差别待遇，意味着什么？ （记者 王晓波） 2025年1至6月份，海螺新材的营业收入构成为：建材占比82.57%，环保新材料占比9.88%，其他行业及 服务占比7.54%。 ...

每经AI快讯，西藏天路（SH 600326，收盘价：12.15元）9月29日晚间发布公告称，公司第七届第十九 次董事会会议于2025年9月29日以通讯方式召开。会议审议了《关于选举公司副董事长和补选公司第七 届董事会专门委员会委员的议案》等文件。 2025年1至6月份，西藏天路的营业收入构成为：建材行业占比71.65%，施工行业占比27.16%，其他行 业占比0.89%，其他业务占比0.29%。 截至发稿，西藏天路市值为162亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 ...

（记者 王晓波） 2024年1至12月份，尖峰集团的营业收入构成为：建材行业占比46.69%，医药行业占比32.79%，其它行 业占比9.15%，健康品行业占比5.88%，其他业务占比5.49%。 每经AI快讯，尖峰集团（SH 600668，收盘价：11.68元）9月26日晚间发布公告称，2025年9月26日，公 司通过上海证券交易所交易系统以集中竞价交易方式实施了首次回购。首次回购公司股份数量约为40万 股，占公司总股本约4.13亿股的比例为0.098%，回购成交的最低价为11.63元/股，最高价为11.76元/股， 已支付的资金总额为人民币473.09万元。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ 截至发稿，尖峰集团市值为48亿元。 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued a "Work Plan for Stable Growth in the Building Materials Industry (2025-2026)", aiming for green building materials revenue to exceed 300 billion yuan by 2026 [1] Group 1: Policy Measures - The plan prohibits the addition of new cement clinker and flat glass production capacity, requiring new and renovated projects to develop capacity replacement plans [2] - It emphasizes strengthening industry management and promoting the unification of actual and registered production capacities [2] - The plan encourages technological innovation in the industry, focusing on advanced inorganic non-metallic materials and enhancing effective supply capabilities [2] Group 2: Investment and Demand Expansion - The initiative aims to accelerate digital and green transformations, promoting the establishment of "zero" factories in the cement and flat glass sectors [2] - It seeks to expand consumer demand through government procurement policies that support green building materials and enhance building quality [2] Group 3: Collaborative Governance Framework - The plan establishes a multi-departmental collaborative governance framework, addressing long-standing supply-demand imbalances in the industry [4] - It encourages building materials companies to leverage their advantages in capacity and green technologies to participate in global industry transformations [4] Group 4: Regional Implementation and Support - Local governments are required to tailor the plan to their specific circumstances, ensuring stable growth in the building materials sector [5] - Key enterprises are urged to play a leading role in the supply chain and promote collaborative development across industries [5] - The plan includes various policies to support equipment upgrades and technological innovations, enhancing financial services for enterprises [5]

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has issued a "Work Plan for Steady Growth in the Building Materials Industry (2025-2026)" aiming for green building materials revenue to exceed 300 billion yuan by 2026 [1] - The plan outlines key objectives for the building materials industry from 2025 to 2026, focusing on recovery, profitability, technological innovation, and growth in green and advanced inorganic non-metallic materials [1] - Emphasis is placed on quality and efficiency, integrating technological and industrial innovation, and coordinating supply and demand [1] Group 1 - The plan aims to enhance traditional building materials and develop advanced inorganic non-metallic materials, including ceramics and superhard materials [1] - It seeks to explore traditional consumption potential and foster new applications, including promoting green building materials in rural areas and supporting government procurement policies [1] - The initiative includes establishing cooperation mechanisms between upstream and downstream enterprises in the inorganic non-metallic materials sector [1] Group 2 - The plan prohibits the addition of new production capacity in cement clinker and flat glass, and emphasizes risk warning for photovoltaic glass production [2] - It proposes advancing digital transformation, accelerating green and low-carbon modifications, and strengthening industry standards [2] - The plan encourages international cooperation, particularly with countries and regions involved in the Belt and Road Initiative, to promote building materials, technologies, and standards abroad [2]

今天，工业和信息化部等六部门联合发布《建材行业稳增长工作方案(2025—2026年)》，明确2026年我 国绿色建材营收将超3000亿元，多维度举措为行业高质量发展定方向。 这份方案聚焦建材行业发展关键痛点，划定清晰路径： 此外，在市场拓展方面，对内开展绿色建材下乡，充分激活国内消费与公共需求；对外深化国际合作， 助力中国建材产品、技术及标准走向国际市场，保障行业平稳运行与结构优化。 在供给端，政策主动引导要素资源从传统建材的同质化竞争领域退出，向绿色建材、先进无机非金属材 料等新赛道集中，为产业转型"腾笼换鸟"； 在需求端，借助绿色建材下乡、对接"好房子"建设等举措，激活内需市场，让建材产业深度融入绿色建 筑发展与国家"双碳"目标。 产能管控上，严禁新增水泥、玻璃产能，从源头遏制传统产能过剩带来的恶性竞争； 科技创新层面，重点扶持先进陶瓷、超硬材料等产业壮大，推动行业从"重规模"向"高技术、高附加 值"转型； 值得关注的是，方案还布局了"六零"示范工厂培育，以"零外购电、零化石能源、零一次资源、零碳排 放、零废弃物排放、零一线员工"为标杆，打造引领未来的建材产业样板。 建材政策转向构建现代产业体系 这次建材 ...

今天，工业和信息化部等六部门联合发布《建材行业稳增长工作方案（2025—2026年）》，明确2026年 我国绿色建材营收将超3000亿元，多维度举措为行业高质量发展定方向。 这份《方案》聚焦建材行业发展关键痛点，划定清晰路径： 此外，在市场拓展方面，对内开展绿色建材下乡，充分激活国内消费与公共需求；对外深化国际合作， 助力中国建材产品、技术及标准走向国际市场，保障行业平稳运行与结构优化。 值得关注的是，《方案》还布局了"六零"示范工厂培育，以"零外购电、零化石能源、零一次资源、零 碳排放、零废弃物排放、零一线员工"为标杆，打造引领未来的建材产业样板。 建材政策转向构建现代产业体系 这次建材稳增长方案的出台，意味着行业政策正式告别单一产能调控模式，迈向以新质生产力为核心的 现代产业体系构建新阶段。 《方案》最突出的突破，在于搭建起多部门协同治理框架，通过打通产能调控、资源管理、环保约束与 终端市场需求的壁垒，系统性破解长期制约行业发展的"供需失衡"难题。 此外，《方案》鼓励我国建材企业将优势产能、绿色低碳技术及标准"走出去"，依托相关领域的先发优 势，参与并引领全球建材产业变革，为行业在结构转型中重塑价值链、培 ...

Core Viewpoint - Jizhong Energy announced the convening of its 16th board meeting on September 22, 2025, to discuss the appointment of a new deputy general manager [1] Group 1: Company Overview - For the first half of 2025, Jizhong Energy's revenue composition was as follows: coal mining accounted for 78.34%, chemicals for 14.09%, building materials for 7.08%, electricity for 0.35%, and other industries for 0.14% [1] - As of the report date, Jizhong Energy's market capitalization was 20.9 billion yuan [1]